CBIZ, Inc.
CBZ- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000944148
No open-market purchases or sales by CBIZ, Inc. insiders were filed in the last 90 days; 260 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in CBIZ, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 263
- +4 vs. Q4 2025
- Shares held
- 52.4M
- +3.04M (+6.2%) vs. Q4 2025
- Total value
- $1.43B
- −$1.06B (−42.7%) vs. Q4 2025
- New holders
- 63
- 98 more added
- Sold out
- 59
- 70 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 260 | $1.64B |
| Q1 2026 | 263 | $1.43B |
| Q4 2025 | 265 | $2.73B |
| Q3 2025 | 262 | $2.69B |
| Q2 2025 | 277 | $3.43B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.01B |
| Q2 2024 | 276 | $3.38B |
| Q1 2024 | 269 | $3.55B |
| Q4 2023 | 260 | $2.76B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.21B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 208 | $1.95B |
| Q2 2022 | 188 | $1.86B |
| Q1 2022 | 173 | $1.98B |
| Q4 2021 | 169 | $1.82B |
| Q3 2021 | 161 | $1.51B |
| Q2 2021 | 168 | $1.55B |
| Q1 2021 | 168 | $1.56B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 36,720 | $985.9K | 0.00% | −1,065−2.8% | Reduced |
| New York State Common Retirement Fund | 36,206 | $972.1K | 0.00% | −50,067−58.0% | Reduced |
| Roundview Capital LLC | 35,477 | $952.6K | 0.06% | −900−2.5% | Reduced |
| Skopos Labs, Inc. | 35,336 | $948.8K | 0.03% | +35,336 | New |
| Dynamic Technology Lab Private Ltd | 35,077 | $941.8K | 0.15% | +26,612+314.4% | Added |
| Vestmark Advisory Solutions, Inc. | 34,757 | $933.2K | 0.01% | −8,317−19.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 34,757 | $933.2K | 0.02% | −8,317−19.3% | Reduced |
| Raymond James Financial Inc | 34,211 | $918.6K | 0.00% | +14,127+70.3% | Added |
| Wells Fargo & Company | 33,919 | $910.7K | 0.00% | −37,209−52.3% | Reduced |
| Algert Global LLC | 33,025 | $886.7K | 0.01% | +33,025 | New |
| SEI Investments Co | 32,377 | $869.1K | 0.00% | −3,567−9.9% | Reduced |
| HighTower Advisors, LLC | 30,368 | $815.4K | 0.00% | −754−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,887 | $776.0K | 0.01% | −19,514−40.3% | Reduced |
| LPL Financial LLC | 28,860 | $774.9K | 0.00% | −8,862−23.5% | Reduced |
| Numerai GP LLC | 28,654 | $769.4K | 0.08% | +70.0% | Added |
| MetLife Investment Management | 27,594 | $740.9K | 0.00% | −194−0.7% | Reduced |
| Oxford Asset Management LLP | 27,001 | $725.0K | 0.29% | +27,001 | New |
| Freestone Grove Partners LP | 26,652 | $715.6K | 0.01% | +26,652 | New |
| Vanguard Global Advisers, LLC | 26,328 | $706.9K | 0.00% | +26,328 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 24,038 | $645.6K | 0.00% | −34−0.1% | Reduced |
| EntryPoint Capital, LLC | 24,002 | $644.5K | 0.19% | +24,002 | New |
| Franklin Resources Inc | 23,896 | $641.6K | 0.00% | +1,942+8.8% | Added |
| Gotham Asset Management, LLC | 23,705 | $636.5K | 0.00% | +18,417+348.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 23,215 | $623.3K | 0.07% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 22,483 | $603.7K | 0.00% | −396−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 22,257 | $597.6K | 0.00% | −1,657−6.9% | Reduced |
| Janus Henderson Group PLC | 21,663 | $582.0K | 0.00% | −889,050−97.6% | Reduced |
| Commonwealth Equity Services, LLC | 20,862 | $560.1K | 0.00% | +1,897+10.0% | Added |
| JustInvest LLC | 20,072 | $538.9K | 0.01% | +2,831+16.4% | Added |
| Marshall Wace, LLP | 20,022 | $537.6K | 0.00% | −19,071−48.8% | Reduced |
| CWM Advisors, LLC | 19,204 | $515.6K | 0.03% | +9,970+108.0% | Added |
| Dark Forest Capital Management LP | 18,203 | $488.8K | 0.04% | +18,203 | New |
| Callan Family Office, LLC | 17,094 | $459.0K | 0.01% | +247+1.5% | Added |
| Brevan Howard Capital Management LP | 16,706 | $448.6K | 0.00% | +16,706 | New |
| Gsa Capital Partners LLP | 16,584 | $445.0K | 0.03% | +16,584 | New |
| KLP Kapitalforvaltning AS | 16,300 | $437.7K | 0.00% | +6,000+58.3% | Added |
| Letson Investment Management, Inc. | 16,020 | $430.1K | 0.17% | 00.0% | Unchanged |
| Equitable Trust Co | 15,803 | $424.3K | 0.02% | −199−1.2% | Reduced |
| Centiva Capital, LP | 15,454 | $414.9K | 0.02% | +15,454 | New |
| United Capital Financial Advisers, LLC | 14,972 | $402.0K | 0.00% | +1,638+12.3% | Added |
| Mercer Global Advisors Inc | 14,880 | $399.5K | 0.00% | +6,089+69.3% | Added |
| Chicago Wealth Management, Inc. | 14,000 | $375.9K | 0.15% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,619 | $365.7K | 0.00% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 13,542 | $363.6K | 0.09% | +4,800+54.9% | Added |
| Arizona State Retirement System | 13,478 | $361.9K | 0.00% | +50.0% | Added |
| Bleakley Financial Group, LLC | 13,354 | $358.6K | 0.01% | +13,354 | New |
| Graham Capital Management, L.P. | 13,303 | $357.2K | 0.01% | +13,303 | New |
| Police & Firemen's Retirement System of New Jersey | 13,094 | $351.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,511 | $335.9K | 0.00% | −7,601−37.8% | Reduced |
| Zions Bancorporation, National Association | 12,096 | $324.8K | 0.02% | −7,594−38.6% | Reduced |
| Cerity Partners LLC | 12,078 | $324.3K | 0.00% | +4,960+69.7% | Added |
| Federation des caisses Desjardins du Quebec | 12,028 | $323.0K | 0.00% | +12,028 | New |
| Quadrant Capital Group LLC | 11,964 | $321.2K | 0.01% | +11,873+13,047.3% | Added |
| Vanguard Investments Australia, Ltd. | 11,653 | $312.9K | 0.00% | +11,653 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,276 | $302.8K | 0.00% | +1,346+13.6% | Added |
| Atom Investors LP | 10,988 | $295.0K | 0.02% | +10,988 | New |
| CAPROCK Group, Inc. | 10,479 | $281.4K | 0.01% | +237+2.3% | Added |
| Legato Capital Management LLC | 10,359 | $278.1K | 0.03% | 00.0% | Unchanged |
| Caxton Associates LLP | 10,278 | $276.0K | 0.01% | +10,278 | New |
| RBF Capital, LLC | 10,000 | $268.5K | 0.01% | 00.0% | Unchanged |
| Helium Advisors LLC | 9,800 | $263.1K | 0.25% | −5,000−33.8% | Reduced |
| Fox Run Management, L.L.C. | 9,581 | $258.8K | 0.05% | −2,688−21.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 9,616 | $258.2K | 0.06% | +9,616 | New |
| Evergreen Capital Management LLC | 9,561 | $256.7K | 0.01% | +9,561 | New |
| Voya Investment Management LLC | 8,712 | $233.9K | 0.00% | −270−3.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 8,678 | $233.0K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 8,388 | $225.2K | 0.00% | +6,813+432.6% | Added |
| Headlands Technologies LLC | 8,328 | $223.6K | 0.03% | +8,328 | New |
| Clear Wave Wealth Management LLC | 8,133 | $218.4K | 0.06% | +8,133 | New |
| Pictet Asset Management Holding SA | 8,047 | $216.1K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,686 | $206.0K | 0.01% | +7,686 | New |
| Scientech Research LLC | 7,624 | $204.7K | 0.17% | +7,624 | New |
| FourThought Financial Partners, LLC | 7,570 | $203.3K | 0.02% | +7,570 | New |
| Kestra Advisory Services, LLC | 7,509 | $201.6K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,476 | $200.7K | 0.05% | +7,476 | New |
| Commerce Bank | 7,457 | $200.2K | 0.00% | −174−2.3% | Reduced |
| Simplex Trading, LLC | 6,687 | $179.5K | 0.01% | +6,334+1,794.3% | Added |
| Fifth Third Bancorp | 6,525 | $175.2K | 0.00% | +206+3.3% | Added |
| Great West Life Assurance Co | 5,820 | $157.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,397 | $144.9K | 0.00% | −14,471−72.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,742 | $127.0K | 0.00% | −153,096−97.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4,710 | $126.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,540 | $121.9K | 0.00% | +430+10.5% | Added |
| Larson Financial Group LLC | 4,402 | $118.2K | 0.00% | +721+19.6% | Added |
| Bayforest Capital Ltd | 4,284 | $115.0K | 0.13% | +4,284 | New |
| Ameritas Investment Partners, Inc. | 4,128 | $110.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,000 | $107.4K | 0.01% | +4,000 | New |
| Ensign Peak Advisors, Inc | 3,948 | $106.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,871 | $103.9K | 0.00% | +2,043+111.8% | Added |
| State of Alaska, Department of Revenue | 3,540 | $95.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,409 | $89.1K | 0.00% | +3,042+828.9% | Added |
| DekaBank Deutsche Girozentrale | 3,040 | $82.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,022 | $81.1K | 0.01% | +2,412+395.4% | Added |
| Huntington National Bank | 2,631 | $70.6K | 0.00% | −24−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,102 | $56.4K | 0.00% | +71+3.5% | Added |
| Advisor Group Holdings, Inc. | 1,981 | $53.2K | 0.00% | −153−7.2% | Reduced |
| KBC Group NV | 1,611 | $43.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,512 | $40.6K | 0.00% | +1,315+667.5% | Added |
| Parkside Financial Bank & Trust | 1,377 | $37.0K | 0.00% | +1,347+4,490.0% | Added |
| US Bancorp | 1,369 | $36.8K | 0.00% | −22−1.6% | Reduced |